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Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson

Daily Views on Tech Headlines

FMS: August 5th-7th in San JoseView: The Future of Memory and Storage Conference (formerly the Flash Memory Summit) takes place in Santa Clara Aug 5th - 7th. We will be hosting in person investor meetings (centered around a full day of meetings on the 6th) both at FMS and at company HQs close to th

Anish Jog ... (+6)
  • Anish Jog
  • Daniel Ives
  • Matthew Weiss
  • Sam Brandeis
  • Scott Devitt
  • Steven Wahrhaftig

Moody's Ratings changes Union Pacific's outlook to stable, affirms A3 ...

Moody's Ratings (Moody's) affirmed the ratings of Union Pacific Corporation (Union Pacific), including its A3 senior unsecured rating as well as the issuer rating at A3, senior unsecured shelf rating at (P)A3 and senior unsecured medium-term notes program at (P)A3. Furthermore, Union Pacific's subor...

 PRESS RELEASE

Micron Announces Participation in Investor Event

Micron Announces Participation in Investor Event BOISE, Idaho, July 29, 2025 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU) announced today that company executives will participate at the KeyBanc Capital Markets Technology Leadership Forum in Deer Valley, Utah, on Monday, August 11, at 9:00 a.m. Mountain Time.  Live webcasts and subsequent replays of presentations can be accessed from Micron’s Investor Relations website at . About Micron Technology, Inc.We are an industry leader in innovative memory and storage solutions transforming how the world uses information to e...

 PRESS RELEASE

Micron Unveils Portfolio of Industry-First SSDs to Power the AI Revolu...

Micron Unveils Portfolio of Industry-First SSDs to Power the AI Revolution News highlights: Complete new portfolio of industry-leading Micron G9 NAND data center SSDs is the first to utilize the industry’s 9th generation 3D NAND node.The 9650 SSD, the world's first PCIe® Gen6 data center SSD, delivers twice the performance of competitive drives.1The 6600 ION SSD, the world's first E3.S 122TB data center SSD with the industry’s 9th generation NAND, increases storage density up to 67%. The upcoming 245TB drive is expected to deliver the highest single-drive capacity on the market.The 7600 SS...

Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson

WEDBUSH INVITE| FMS Santa Clara, CA| Wednesday, Aug. 6

More specifically some of our questions are:HDD Supply Demand: When might HDD supply catch up to demand? How much might ASPs and margins benefit before that happens? What is the sustainability of favorable economics beyond normalization of supply and demand?HAMR: How are Seagate’s qualifications pr

Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson

Daily Views on Tech Headlines

FMS: August 5th-7th in San JoseView: The Future of Memory and Storage Conference (formerly the Flash Memory Summit) takes place in Santa Clara Aug 5th - 7th. We will be hosting in person investor meetings (centered around a full day of meetings on the 6th) both at FMS and at company HQs close to th

 PRESS RELEASE

Rooted in New York City. Building the Future. Verizon announces new Ma...

Rooted in New York City. Building the Future. Verizon announces new Manhattan headquarters at Vornado’s PENN 2 Key Highlights: The new headquarters will serve as the hub for approximately 1,000 corporate employees beginning in 2026Verizon signed a long-term lease to occupy more than 195,000 square feet of premier office space across multiple floorsNew flagship retail store to open on nearby Seventh AvenueVerizon has more than 400 retail locations across all five boroughs, as well as administrative offices, technical locations and garage centers operated by nearly 6,000 Verizon employees in...

 PRESS RELEASE

MEDIA ALERT: Verizon Unplugged with Mel Robbins: Phone-Life Balance fo...

MEDIA ALERT: Verizon Unplugged with Mel Robbins: Phone-Life Balance for the Whole Family Verizon Unplugged with Mel Robbins NEW YORK, July 28, 2025 (GLOBE NEWSWIRE) -- WHAT: Verizon is teaming up with award-winning podcast host, NYT #1 Best-selling author Mel Robbins to share tips on how you and your family can build a healthy relationship with your phones. For one night only, join us for a live conversation with this sought after expert in mindset, behavior change and life improvement — with a special appearance from her son, Oakley. WHO: Mel Robbins, alongside her son O...

Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson

Daily Views on Tech Headlines

US-EU, Semis: US-EU trade deal with 15% tariffs; US semis tariffs coming in 2 weeks?View: The Trump administration announced on Sunday that the US has reached a trade framework agreement with the EU, imposing a 15% import tariff on most goods. The new tariff is half the previously touted rate of 30

Blair Levin
  • Blair Levin

VZ/FYBR Faces Pushback from California on DEI

The VZ/FYBR deal obtained approval from the FCC by providing a letter modifying its DEI efforts. That letter, however, has raised issues with the California Public Utilities Commission (CPUC), which also must approve the deal. In a prior note, we analyzed the interplay of the demands of the FCC and CPUC, the political challenge for VZ, and how we think the situation may be resolved. In this note, we review a new ruling from the CPUC and how that affects the situation.

Jan Frederik Slijkerman
  • Jan Frederik Slijkerman

TMT 2Q25 results: Verizon, T-Mobile US, AT&T and IBM

The three largest mobile telecom operators in the US - Verizon, T-Mobile US[de], and AT&T – did well in 2Q25. IBM's performance was also good. Despite strong competition, all three mobile telecom operators grew their EBITDA again. Furthermore, AT&T and T-Mobile US may benefit from a credit rating upgrade. In our view, the Euro notes of T-Mobile US look the most attractive in this credit sub-space.

Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson

Daily Views on Tech Headlines

FMS: August 5th-7th in San JoseView: The Future of Memory and Storage Conference (formerly the Flash Memory Summit) takes place in Santa Clara Aug 5th - 7th. We will be hosting in person investor meetings (centered around a full day of meetings on the 6th) both at FMS and at company HQs close to th

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